Set Up Package $625

Set up file (on GnuCash, QuickBooks Online, QuickBooks desktop for Mac/PC or Xero)

Configure chart of accounts

Beginning balances for balance sheet accounts

Set up bank feeds and credit cards

Full Service Bookkeeping Tune-Up $5,500 per tax year

Get your books tax ready to pass to an accountant or professional tax preparer

Professional assessment of accounting file

Reconcile bank/credit card accounts and correct entries

Retainer arrangement

Initial Assessment Call $175

Have a bunch of questions? Need some guidance on your systems? We’ll get a sense of your current bookkeeping practices and make recommendations for processes and platforms to move you forward. 1 hour phone call.

Books Tune-Up Consultation $575 per tax year

Professional assessment of accounting file

1 hour phone or video session

Customized road map to bookkeeping success

Sole Proprietor Tax Consultation $275

1 hour phone call and handouts

Recordkeeping to make your life easier come tax time

The basics of a sole proprietor tax return

The ins and outs of business income and expenses

Financial Literacy 101

Train the Trainers

Great for cooperative development and small business support organizations who want to build capacity for running fun and empowering financial literacy trainings.